Smiley Elementary School PTA (EIN 956207423) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1920

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Smiley Elementary School PTA, founded in 1920, is a micro nonprofit that reported $28K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $9K, a strong 32% operating margin.

Mission

Parent teacher association to support Smiley Elementary School.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,941

Program Service Revenue $0

Investment Income $0

Other Revenue $26,273

TOTAL REVENUE $28,214

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,264

Other Expenses $19,128

TOTAL EXPENSES $19,128

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,214	$31,041	-0.1%
Expenses	$19,128	$21,765	-0.1%
Net Income	$9,086	$9,276	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

100

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kyrie Jones	Programs	2.00	Director	$0	$0	$0
Delaney Sobaszek	Parliamentarian	2.00	Director	$0	$0	$0
Shelby Holton	Treasurer	2.00	Officer Director	$0	$0	$0
Marina Reese	Volunteers	2.00	Director	$0	$0	$0
Clara Shelton	Secretary	2.00	Officer Director	$0	$0	$0
Kaushali Mendonca	Historian	2.00	Director	$0	$0	$0
Candice Stewart	Fin Reviewer	2.00	Director	$0	$0	$0
Heather Taggart	Teacher Rep	2.00	Director	$0	$0	$0
Cindy Burg	Financial Sec	2.00	Director	$0	$0	$0
Danita Slaughter	Principal	2.00	Director	$0	$0	$0
Kelly Duke	President	2.00	Officer Director	$0	$0	$0
Christina Ruiz	Fundraising	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$28,214	$19,128	$29,235	$9,086
2023	$31,041	$21,765	$20,149	$9,276
2022	$21,453	$17,946	$10,873	$3,507
2021	$4,541	$5,794	$7,366	$-1,253
2020	$19,293	$19,076	$8,619	$217
2019	$15,314	$24,578	$8,402	$-9,264

Smiley Elementary School PTA